Wealth Management Roundtable Reflections
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program on March 9–11, 2021. As part of I&I Week, Celent Wealth Management conducted an exclusive, interactive session between senior innovation leaders and decision-makers at leading global financial institutions. The session’s findings, in conjunction with Celent’s research, were woven together to create this report. Topics focused on Celent’s research on the wealth management client journey.